What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Watch new Cases

Check if new Case was created.

Watch new Opportunities

Check if new Opportunity was created.

Watch new Parties

Check if new Party was created.

Watch new Tasks

Check if new Task was created.

Watch Subscribers INSTANT

Watches for new subscribers in a selected list.

Listen for Box Events INSTANT

Receives notifications about box events (creation, deletion, etc.).

Listen for Comment Events INSTANT

Receives notifications about comment events.

Listen for Contact Events INSTANT

Receives notifications about contact events.

Listen for Organization Events INSTANT

Receives notifications about organization events.

Listen for Stage Events INSTANT

Receives notifications about stage events.

Listen for Task Events INSTANT

Receives notifications about task events.

Actions

Create Attendance Event

Creates a new attendance event of user.

Create or Update Project

Creates new project or updates existing one if shortcut mathces.

Create or Update User

Creates new or updates existing user

Get User Profile Picture

Returns profile picture of requested user.

Add an Additional Party in Case

Add an person or organisation as an additional contact to the case.

Add an Additional Party in Opportunity

Add an person or organisation as an additional contact to the opportunity

Create a Case

Creates a new case.

Create a Custom Field

Creates a new party, opportunity or case custom field.

Create a Milestone

Creates a new opportunity milestone.

Create an Entry

Creates a new entry.

Create an Opportunity

Creates a new opportunity.

Create a Party

Creates a new party.

Create a Tag

Defines a new party, opportunity or case tag.

Create a Task

Creates a new task.

Create a Task Category

Creates a new task category.

Create a Track

Applies a Track definition to a case or opportunity to create a track.

Delete a Case

Fully delete the specific case from Capsule.

Delete a Custom Field

Removes a custom field from your capsule account

Delete a Milestone

Removes a Milestone from the capsule account. You cannot delete a Milestone while it is still being used on an Opportunity. First you need to update the Milestone on all such Opportunities.

Delete an Entry

Removes an entry from the capsule account and any associated attachments.

Delete an Opportunity

Fully delete a specific opportunity from capsule.

Delete a Party

Fully delete the specific party from capsule.

Delete a Tag

Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.

Delete a Task

Fully delete the specific task from capsule.

Delete a Task Category

Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.

Delete a Track

Remove track and related tasks from case or opportunity.

Remove an Additional Party in Case

Remove that person or organisation as an additional contact of the case.

Remove an Additional Party in Opportunity

Remove that person or organisation as an additional contact of the opportunity.

Show a Case

Show a specified case

Show a Custom Field

Show a specified custom field.

Show a Milestone

Show a specific milestone.

Show an Entry

Show a specified note, email or the details of a completed party task.

Show an Opportunity

Returns a specific opportunity.

Show a Party

Show a specified person or organisation.

Show a Tag

Show a specific tag.

Show a Task

Show a specific task.

Show a Task Category

Show a specific Task Category.

Show a Track

Show a specific track.

Update a Case

Updates an existing case

Update a Custom Field

Update the details of a party, opportunity or case field definition.

Update a Milestone

Update the name, description or probability of a milestone.

Update an Entry

Update the content of notes and emails.

Update an Opportunity

Updates an existing opportunity

Update a Party

Update an existing party. Fields that are not included in the request will remain unchanged.

Update a Tag

Update the details of a party, opportunity or case tag.

Update a Task

Updates an existing Task.

Update a Task Category

Allows to rename or change the colour of the task category.

Update a Track

Updates basic details about a track.

Add a Subscriber

Creates a new subscriber.

Delete a Webhook

Deletes a webhook.

Get a Subscriber

Gets subscriber's details.

Send a Regular Email

Sends a regular email.

Send a Smart Email

Sends a smart email.

Unsubscribe a Subscriber

Unsubscribes from a list.

Update a Subscriber

Updates subscribers details.

Add Contacts To Box

Adds selected contacts to a box.

Add Organizations to Box

Adds selected organizations to a box.

Create Box

Creates a new box inside a selected pipeline.

Create Comment

Creates a new comment for a selected box.

Create Contact

Creates a new contact.

Create Field

Creates a new field for a selected pipeline.

Create Organization

Creates a new organization.

Create Pipeline

Creates a new pipeline.

Create Stage

Creates a new stage for a selected pipeline.

Create Task

Creates a new task for a selected box. The task assignees must have access to the containing pipeline.

Delete Box

Deletes a selected box.

Delete Comment

Deletes a selected comment.

Delete Contact

Deletes a selected contact.

Delete Field

Deletes a selected field and removes the values of this field for every box in the pipeline.

Delete Organization

Deletes a selected organization.

Delete Pipeline

Deletes a selected pipeline.

Delete Stage

Deletes a selected stage. This call will only succeed if there are no boxes tagged with the key of the selected stage.

Delete Task

Deletes a selected task.

Get Box

Retrieves details for a selected box.

Get Comment

Retrieves details for a selected comment.

Get Contact

Retrieves details for a selected contact.

Get Field

Retrieves details for a selected field.

Get Organization

Retrieves details for a selected organization.

Get Pipeline

Lists a selected pipeline's details.

Get Stage

Retrieves details for a selected stage.

Get Task

Retrieves details for a selected task.

Get Thread

Retrieves details for a selected email thread.

Put Email in Box

Makes an email thread a part of a selected box. A thread can only be part of a single box at any one time. Trying to add it to a second box will result in an error.

Update Box

Updates a selected box.

Update Comment

Updates a selected comment for a box.

Update Contact

Updates a selected contact. For any field on a contact that is a list, only the values you put into the array will appear for that contact; calls are not aware of previous values and will not keep them.

Update Field

Updates a selected field.

Update Organization

Updates a selected organization. For any field on an organization that is a list, only the values you put into the array will appear for that organization; calls are not aware of previous values and will not keep them.

Update Pipeline

Updates a selected pipeline.

Update Stage

Updates a selected stage.

Update Task

Updates a selected task.

Searches

Get Attendance Activities

Returns active attendance activities that can be used to insert attendance records.

Get Shift Subscriptions

Returns shift subscriptions published in selected time period.

Get Projects

Returns a list of projects active in selected day. Currently active projects will be returned if no day is passed.

Get User Activity

Returns current user activity on selected day. Today's activity will be returned if day is not passed.

Get Users

Returns a list of users from Human Resources agenda employed on selected day. If no day is passed, currently employed users will be returned.

List Additional Parties in Case

The collection of additional parties related to this case.

List Additional Parties in Opportunity

The collection of additional parties related to this opportunity.

List Cases

The collection of Cases on the Capsule account.

List Custom Fields

The collection all of custom on your Capsule account.

List Deleted Cases

The collection of deleted cases on the Capsule account.

List Deleted Opportunities

Returns a collection of deleted opportunities on the Capsule account.

List Deleted Parties

A collections of parties that have been deleted from capsule since the date specified in the since parameter.